RDWM
Red Door Wealth Management’s ServisFirst Bancshares SFBS Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.07M | Hold |
13,864
| – | – | 0.13% | 100 |
|
2025
Q1 | $1.15M | Hold |
13,864
| – | – | 0.17% | 88 |
|
2024
Q4 | $1.17M | Hold |
13,864
| – | – | 0.18% | 82 |
|
2024
Q3 | $1.12M | Hold |
13,864
| – | – | 0.19% | 79 |
|
2024
Q2 | $876K | Hold |
13,864
| – | – | 0.15% | 88 |
|
2024
Q1 | $920K | Hold |
13,864
| – | – | 0.18% | 84 |
|
2023
Q4 | $924K | Buy |
+13,864
| New | +$924K | 0.2% | 77 |
|